See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,977 | $79,013-36.7% | $100,391-50.2% | $74,495-32.9% |
| Participation rate | 67.2% | 79.5%-12.3pp | 81.5%-14.3pp | 67.2%0pp |
| Annual return | 17.10% | 20.41%-3.3pp | 49.20%-32.1pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,674 | $7,760+11.8% | $8,082+7.3% | $4,346+99.6% |
| Admin fee / account holder | $8 | $1,320-99.4% | $7,899-99.9% | $1,942-99.6% |